Site Search

796 results for check site now MAKEMUR.COM Buying early release from jail with payment plans

[pdf] Online Plan Member Enrolment Quick Reference Guide
[pdf] Investment Direction - Equitable GIF
EZstart
[pdf] Application for Agency Contract to Sell Insurance Products - MGA, AGA and National
See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family
Ayo’s just returned from maternity leave. Her baby David and her husband are the most cherished people in her life.

But a neighbour’s cancer diagnosis leaves her wondering how she can protect her family if a serious illness were to affect them.

Learn why Ayo decided EquiLiving^_® Critical Illness insurance was the right choice for her family.

Watch our new Critical Illness with Equitable Life of Canada video to learn more. View on Vimeo or YouTube.

You can use this video to send to clients before or after meetings to help them understand the benefits of Critical Illness Insurance. Check out our prospecting letter, that you can personalize and send to your clients to tell them about Critical Illness Insurance.

Plus, visit our Critical Illness product page, then click on the Marketing Materials tab for the latest Critical Illness marketing materials.

Need more information? Please contact your local wholesaler.

View on Vimeo or YouTube.

^® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
Important cybersecurity readiness guidance As an advisor, you collect and store clients’ sensitive personal information. Protecting this information is essential. In July 2023, the Canadian Insurance Services Regulatory Organization (CISRO) released a guide on Cybersecurity Readiness. It includes tips on keeping this sensitive client data and your business systems safe.

Please read the guide in full. Also, check your own practices to be cyber ready and reduce your risk of an incident.

Some key tips in the guide include:

1. Make cybersecurity a priority: Stay alert to cyber threats. These can be suspicious emails, texts or calls. Make sure your team knows how to keep your data and systems safe and has clear, documented processes to follow.

2. Know what to protect: Understand what data and business systems need to be protected.

3. Identify the risks: Spot the risks in your practice and those from third-party service providers.

4. Implement security measures: Take steps to protect your data and business systems.

5. Be ready to respond: Know how to spot and react to cyber incidents. The guide has useful tips on creating a Cyber Incident Response Plan.

And lastly – if you receive client instructions electronically (by email, text, or messaging apps), always confirm these over the phone to ensure it’s really the client sending the instructions.

Keep your business and important client data safe by staying informed and alert. We encourage you to read the full Cybersecurity Readiness document to learn more about how to prepare for cyber threats.

In our industry, protecting clients’ sensitive data and systems is essential. Thank you for your commitment to cybersecurity!

^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
[pdf] Investment Direction - Pivotal Select
Supporting you and your group clients during the COVID-19 pandemic
We know these are challenging times.

As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.
Anti-money laundering legislation changes To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has made changes to the information that we collect on some of our applications and forms.

Changes and updates to our online forms and applications include the following:

● The 350 Application for Life Insurance - Advisors can order new paper applications from Equitable’s Supply Team by filling out the Supply Order form 1390 and emailing it to supply@equitable.ca. You will receive your copies as they become available.
◦ Paper applications submitted after May 15, 2021, with a version date before April 2, 2021 will be accepted with the caveat that additional information may be required from the advisor to comply with anti-money laundering legislation.
◦ As of July 1, 2021 any application with a version date prior to April 2, 2021 will no longer be accepted by Equitable Life.

● Equitable’s EZcomplete® online application reflects the new changes effective May 15, 2021. Any in-flight applications in EZcomplete will automatically be updated to comply with anti-money laundering legislation. You may be required to complete additional fields before submitting the application for signatures.

● Various other forms will now require additional information. A complete list of all forms and applications affected by the anti-money laundering legislation can be found here.

Learn more about the Government of Canada’s anti-money laundering legislation and Financial Transactions and Reports Analysis Centre of Canada
2023 is here and we are here for you! Equitable Life^®would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2023!
Just a reminder, we made some changes in 2022 to make doing business with Equitable Life easier. Some of the most recent enhancements include:

Opt in for text messages on new applications
● Upon submission of an application, you can opt-in to receive text message updates for your new business applications. That’s a text message when the application is received, when a decision is made, when it’s ready for delivery and when the commissions have been triggered.

Cloning pages on EZcomplete^®
● You now have the ability to clone an application on EZcomplete. A whole family or a spouse can have a lot of duplicate information and the ability to clone an application can save tremendous amounts of time and make for a much more pleasant client experience.

Jump around on EZcomplete
● Jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.

To learn more about these great enhancements contact your local wholesaler.

Continue watching for news from Equitable Life for more great launches and enhancements in 2023!

_{^®and ^TMdenote trademarks of The Equitable Life Insurance Company of Canada.}